[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Bourbon Capital [@BourbonCap](/creator/twitter/BourbonCap) on x 50.1K followers Created: 2025-05-17 13:20:44 UTC Dev Kantesaria has one of the most impressive portfolios out there. Dev Kantesaria is the founder and portfolio manager of Valley Forge Capital Management (VFCM), a firm that manages over $X billion in assets. Known for his razor-sharp discipline and patient capital allocation, Kantesaria has quietly built one of the most successful long-term track records in the investment world. Investment Philosophy Kantesaria’s strategy is defined by a few key pillars: ▫️Concentrated Portfolios: VFCM typically holds fewer than XX stocks, with the top five positions often making up more than XX% of the portfolio. ▫️Focus on Quality: The firm invests in companies with durable competitive advantages, minimal capital requirements, and high operating leverage. ▫️Long-Term Growth: VFCM targets industries with secular tailwinds and companies capable of compounding free cash flow for decades. This approach has resulted in annualized returns of nearly XX% since inception, outperforming the S&P XXX by over XXX basis points annually.  XXXXXX engagements  **Related Topics** [investment](/topic/investment) [longterm](/topic/longterm) [Post Link](https://x.com/BourbonCap/status/1923730406429323678)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Bourbon Capital @BourbonCap on x 50.1K followers
Created: 2025-05-17 13:20:44 UTC
Dev Kantesaria has one of the most impressive portfolios out there.
Dev Kantesaria is the founder and portfolio manager of Valley Forge Capital Management (VFCM), a firm that manages over $X billion in assets. Known for his razor-sharp discipline and patient capital allocation, Kantesaria has quietly built one of the most successful long-term track records in the investment world.
Investment Philosophy Kantesaria’s strategy is defined by a few key pillars:
▫️Concentrated Portfolios: VFCM typically holds fewer than XX stocks, with the top five positions often making up more than XX% of the portfolio.
▫️Focus on Quality: The firm invests in companies with durable competitive advantages, minimal capital requirements, and high operating leverage.
▫️Long-Term Growth: VFCM targets industries with secular tailwinds and companies capable of compounding free cash flow for decades.
This approach has resulted in annualized returns of nearly XX% since inception, outperforming the S&P XXX by over XXX basis points annually.
XXXXXX engagements
Related Topics investment longterm